How to Add or Edit Users

This guide provides a step-by-step process for adding or editing user roles within the Cloudli platform, ensuring efficient management of user permissions. By following these instructions, users can easily navigate the interface to make necessary changes, enhancing team collaboration and operational effectiveness. It is essential for administrators looking to streamline user access and maintain security protocols. Viewing this guide will empower users to manage their teams effectively and confidently.

Add a New User

  1. Log in to the Vanillasoft VoIP portal.
    How to Add or Edit Users - 1.png

    • Note: This portal may display Cloudli branding because it is hosted by Cloudli. All configuration and support are handled by Vanillasoft. For assistance, contact Vanillasoft Support.

  2. Open the Client-Sales menu from the main navigation.
    How to Add or Edit Users - 2.png

  3. Click on Users section.
    How to Add or Edit Users - 3.png

  4. Click New to add a new user.
    How to Add or Edit Users - 4.png

  5. Fill in the user's Last Name and First Name.
    How to Add or Edit Users - 5.png

  6. Keep the Contact Language set to English. This affects communications sent, like emails, voicemails, and notification messages.
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  7. Check Spoken Languages checkboxes. These correspond to the languages supported in the account parameters.
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  8. Add Addresses, Emails, Telephones, Notes, and Group as needed.
    How to Add or Edit Users - 8.png

  9. When finished, click Save to apply your changes, or click Save and Continue to save your changes and continue configuration.
    How to Add or Edit Users - 9.png

Edit an Existing User

  1. Log in to the Vanillasoft VoIP portal.
    How to Add or Edit Users - 1.png

  2. Open the Client-Sales menu from the main navigation.
    How to Add or Edit Users - 2.png

  3. Click on Users section.
    How to Add or Edit Users - 3.png

  4. Search for the user and then click on their Last Name, highlighted in blue.
    How to Add or Edit Users - 10.png

  5. Click on a Category tab.
    How to Add or Edit Users - 27.png

  6. At the top of the page, click Edit.
    How to Add or Edit Users - 28.png

  7. When finished, click Save to apply your changes, or click Save and Continue to save your changes and continue configuration.
    How to Add or Edit Users - 9.png

Manage User Login and Call Restriction Settings

This login information is for the Cloudli Connect app and for web portal access.

  1. Log in to the Vanillasoft VoIP portal.
    How to Add or Edit Users - 1.png

  2. Open the Client-Sales menu from the main navigation.
    How to Add or Edit Users - 2.png

  3. Click on Users section.
    How to Add or Edit Users - 3.png

  4. Search for the user and then click on their Last Name, highlighted in blue.
    How to Add or Edit Users - 10.png

  5. Click on Login tab.
    How to Add or Edit Users - 11.png

  6. At the top right of page, click Edit.
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  7. Choose a User ID option that will serve as the username. Options are: Contact email, phone number, or unique ID number.
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  8. Create the user's Password, then re-enter it to confirm.
    How to Add or Edit Users - 14.png

  9. If desired, check the Force Password Change checkbox to prompt user to change their password on their next logon.
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  10. If desired, enter a Call Restrictions - Exemption Code of 4–8 numbers. This allows the user to override call restrictions.
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  11. If desired, check the needed Call Restriction Override checkboxes. These are the categories the user can override.
    How to Add or Edit Users - 17.png

  12. When finished, click Save to apply your changes, or click Save and Continue to save your changes and continue configuration.
    How to Add or Edit Users - 9.png

Assign Administrator Access

Enable this if the user is an administrator of the account.

  1. Log in to the Vanillasoft VoIP portal.
    How to Add or Edit Users - 1.png

  2. Open the Client-Sales menu from the main navigation.
    How to Add or Edit Users - 2.png

  3. Click on Users section.
    How to Add or Edit Users - 3.png

  4. Search for the user, then click on their Last Name, highlighted in blue.
    How to Add or Edit Users - 10.png

  5. Click on the Administration tab.
    How to Add or Edit Users - 18.png

  6. Click Edit at the top right of page.
    How to Add or Edit Users - 19.png

  7. Check the Admin checkbox.
    How to Add or Edit Users - 20.png

  8. When finished, click Save to apply your changes, or click Save and Continue to save your changes and continue configuration.
    How to Add or Edit Users - 9.png

Edit User Roles and Permissions

This section is for selecting roles and permissions a user has.

  1. Log in to the Vanillasoft VoIP portal.
    How to Add or Edit Users - 1.png

  2. Open the Client-Sales menu from the main navigation.
    How to Add or Edit Users - 2.png

  3. Click on Users section.
    How to Add or Edit Users - 3.png

  4. Search for the user and then click on their Last Name, highlighted in blue.
    How to Add or Edit Users - 10.png

  5. Click on Rights management tab.
    How to Add or Edit Users - 21.png

  6. Click Edit at the top right of page.
    How to Add or Edit Users - 19.png

  7. Click Add to select additional roles that this user has to access to perform.
    How to Add or Edit Users - 22.png

  8. Open the Account drop down, then select the Account you are editing.
    How to Add or Edit Users - 23.png

  9. Open the Role dropdown menu, then select a Role option.
    How to Add or Edit Users - 24.png

  10. Click Submit to give this user the role or permission.
    How to Add or Edit Users - 25.png

  11. When finished, click Save to apply your changes, or click Save and Continue to save your changes and continue configuration.
    How to Add or Edit Users - 9.png

By applying these steps, administrators can maintain accurate user information and ensure that each team member has the appropriate level of access. Regularly reviewing user settings helps uphold security standards while keeping operations running smoothly. With these tools at your disposal, managing your organization’s user base becomes a straightforward and reliable process.

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